Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ori is a financial advisor who is registered to provide investment advice in 9 states. Michael has been active in the financial services industry since July 17, 2019. Michael is currently associated with Lion Street Financial, LLC and has been with the firm since March 29, 2021. Prior to joining Lion Street Financial, Michael was associated with Nationwide Investment Services Corporation. Michael holds Series 63, 6TO, and SIE securities licenses. Michael has been registered with FINRA since March 29, 2021.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
TX
03/29/2021 - Present
Lion Street Financial, LLC (AUSTIN TX)
OH
03/01/2019 - 11/09/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BC
Issued 06/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Michael Ori is the right advisor for you? Invested Better is here to help.
